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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Kooman & Associates (swap one in):+ Fortress Private Ledger, LLC $584M · Raleigh, NC+ Monetary Management Group Inc $583.8M · St Louis, MO+ Cura Wealth Advisors, LLC $527.7M · Chicago, IL+ Aurdan Capital Management, LLC $526.2M · Wayne, PA
Altoona, PA
Leola, PA
Atlanta, GA
Assets under management$555.6M$589.5M$583.6M
Asset growth, last 2 years+35%–+34%
Advisory staff6911
Individual clients309405158
Assets per client$1.8M$1.5M$3.7M
Clients per advisor524514
Main custodianRaymond JamesRaymond JamesSchwab
Filing with the SEC since202220242012 or earlier
Tools in their stack122
People on Advicer.bio8912

From each firm's latest Form ADV (Aug 2026, Apr 2026, Oct 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolKooman & AssociatesMaster's Wealth Management Inc.Persium Advisors, LLC
CRM
SS&C Black Diamond––Uses it
Custodial Platform
Charles SchwabUses it––
E-Signature
Adobe Sign–Uses it–
Financial Planning
eMoney–Uses itUses it

Custodians on Form ADV: Kooman & Associates: Raymond James, Schwab · Master's Wealth Management Inc.: Raymond James · Persium Advisors, LLC: Schwab